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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Pleasanton | CA | 06/2022 | Present |
| World Financial Group, Inc. | Pleasanton | CA | 03/2019 | Present |
| Chevron | San Ramon | CA | 11/2005 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc CHEVRON/Investment Related - No/6001 Bollinger Canyon Rd, San Ramon, CA 94583 925-842-1000/Oil and energy publicly traded company/Application Engineer/11.2005/160/160/application support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
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